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To create an email rule in Outlook, navigate to the "Home" tab, select "Rules," and then "Manage Rules & Alerts." You can then choose to create a new rule from scratch or use a template. This will allow you to define conditions (e.g., sender, subject, body text) and actions (e.g., move to a folder, forward, mark as read) for the rule.
Detailed Steps:
- Define conditions: Select the conditions that will trigger the rule (e.g., "From," "Subject," "Body text").
- Define actions: Choose what Outlook should do when the conditions are met (e.g., "Move the item to folder," "Forward as an attachment").
- Add exceptions (optional): You can add exceptions to the rule, such as specifying a different action for a specific sender or subject.
- Name the rule and save: Give your rule a descriptive name and then click "Finish".
- Open Outlook and navigate to Rules: Open Outlook and go to the "Home" tab. Click on "Rules" and then "Manage Rules & Alerts".
- Create a new rule: In the "Rules and Alerts" dialog box, click "New Rule".
- Choose a rule type: You can either "Start from a blank rule" or choose a pre-defined template.
Examples of what you can achieve are:
Example 1: Moving emails from a specific sender to a designated folder
- Go to File > Info > Manage Rules & Alerts
- Click "New Rule"
- Select "Move messages from someone to a folder"
- Choose the sender from your address book or type their email
- Select the destination folder (create a new one if needed)
- Name your rule and click "Finish"
Example 2: Flagging emails where you're in the CC line
- Go to File > Info > Manage Rules & Alerts
- Click "New Rule"
- Choose "Apply rule on messages I receive"
- Select condition "where my name is in the Cc box"
- Select action "flag message for follow up"
- Name the rule and click "Finish"
Example 3: Automatically forwarding emails containing specific words
- Go to File > Info > Manage Rules & Alerts
- Click "New Rule"
- Select "Apply rule on messages I receive"
- Choose condition "with specific words in the subject or body"
- Enter the keywords you want to trigger the rule
- Select action "forward it to people or distribution list"
- Choose recipients
- Name the rule and click "Finish"